Filed May 27, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,163 | $99,640+8.6% | $86,436+25.1% | $134,475-19.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.65% | 6782.58%-6801.2pp | 4394.89%-4413.5pp | 417.96%-436.6pp |
| Employer contribution / active EE | $4,172 | $4,400-5.2% | $3,769+10.7% | $4,740-12.0% |
| Participant deferral / active EE | $28,375 | $7,246+291.6% | $6,952+308.2% | $6,400+343.4% |
| Admin fee / account holder | $2,971 | $8,371-64.5% | $6,731-55.9% | $11,426-74.0% |